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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

1,001 hedge funds and large institutions have $21.7B invested in SPDR Portfolio S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 446 increasing their positions, 338 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
-10
Holders Change %
-0.99%
% of All Funds
13.6%
Holding in Top 10
170
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+9.68%
% of All Funds
2.31%
New
75
Increased
446
Reduced
338
Closed
64
Calls
$13.1M
Puts
$1.41M
Net Calls
+$11.7M
Net Calls Change
-$4.26M

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$140M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$114M
3
LPL Financial
LPL Financial
California
+$70.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$69.5M
5
DWM
Dynasty Wealth Management
Florida
+$55.3M

Top Sellers

1
AF
Allworth Financial
California
-$203M
2
IAA
Independent Advisor Alliance
North Carolina
-$77.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$57.4M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$48.5M
5
HI
Horizon Investments
North Carolina
-$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFP
701
Narus Financial Partners
Utah
$398K +$18.4K +360 +5%
MA
702
MCF Advisors
Kentucky
$397K – – –
RIA
703
Regal Investment Advisors
Michigan
$396K -$27.8K -545 -7%
OP
704
ORG Partners
Indiana
$396K +$395K +7,732 +40,695%
AWM
705
Aviso Wealth Management
Washington
$394K -$5.31K -104 -1%
SF
706
Safeguard Financial
Wisconsin
$394K -$7.15K -140 -2%
Jane Street
707
Jane Street
New York
$393K -$4.32M -84,638 -92%
WSFS
708
Wilmington Savings Fund Society
Delaware
$391K – – –
WAM
709
WNY Asset Management
New York
$390K -$24.7K -483 -6%
GWM
710
GDS Wealth Management
Texas
$389K +$389K +7,613 New
FTWA
711
Fifth Third Wealth Advisors
Ohio
$387K +$387K +7,585 New
FTUS
712
Flow Traders U.S.
New York
$386K +$386K +7,561 New
ACA
713
Aptus Capital Advisors
Alabama
$381K +$92.2K +1,806 +32%
Empower Advisory Group
714
Empower Advisory Group
Colorado
$380K -$40.4K -791 -10%
CIA
715
Cascade Investment Advisors
Oregon
$378K -$4.09K -80 -1%
BFA
716
Bill Few Associates
Pennsylvania
$377K -$153 -3 -0%
CWM
717
Cahaba Wealth Management
Georgia
$376K – – –
HVIA
718
Hudson Valley Investment Advisors
New York
$376K -$20.8K -407 -5%
SIA
719
Soltis Investment Advisors
Utah
$364K -$1.48K -29 -0.4%
RPCONE
720
Retirement Planning Company of New England
Rhode Island
$364K +$255 +5 +0.1%
SCM
721
SCS Capital Management
Massachusetts
$364K +$364K +7,131 New
KWM
722
Keebeck Wealth Management
Illinois
$363K – – –
EIA
723
Eldridge Investment Advisors
New Hampshire
$363K -$1.13M -22,143 -76%
MG
724
Mather Group
Illinois
$363K -$87.7K -1,718 -19%
ISB
725
Iowa State Bank
Iowa
$363K – – –
27 28
29
30 31